LCL.Net Version 2.2. Hands-On Technical Training. Participant Workbook

Transcription

1 LCL.Net Version 2.2 Hands-On Technical Training Participant Workbook Page 1 of 120 Downloaded from Posted: 3/18/2018

2 Class Attendees, The Training Department of Moose International welcomes you to the 2-Day Hands on Technical Training (2-HOTT) Class. Training plays a vital role in the success of our Fraternal Units. Through this training, in particular, you will learn the processes that Moose International asks ALL Fraternal Units to follow to ensure accurate record keeping. The Data Entry and processing of Membership and Financial Records and information is performed, for the most part, in the same way whether the records are for a Lodge, Chapter, or Moose Legion. However, there are a few processes that are handled slightly differently among the various Fraternal Units. While, typically, the attendees of 2-HOTT classes are a mix of new and seasoned Lodge Administrators, Chapter Recorders and Moose Legion Secretaries, any Officer or Member is encouraged to attend. The materials used in this class, for simplicity, are Lodge oriented. Please keep in mind that it isn t the actual entry of data being taught but rather the Data Entry process, which is the same for all three (3) Fraternal Unit types. All 2-HOTT Trainers are volunteers who generously give many hours to the Fraternity in order to provide training to those in need. Any Registration Fees for attending this Training is used to offset the expenses incurred by the Trainer, including travel, lodging, materials, etc. The Training Department is quite proud of the 200 plus 2-HOTT Trainers across the United States and Canada who donate their time and resources to train the Lodge, Chapter and Moose Legion personnel throughout our Fraternity. It is without question that we could not get the job done without them. We ask that, as you attend this training, you give the instructor(s) the respect and attention deserved. Please give your fellow learners the courtesy of keeping side conversations and distractions to a minimum. This class is two full days of learning and in order to complete the entire course, it must be kept on schedule. Thank you for attending this training. We are confident you will learn the correct procedures necessary to maintain your FRUs records accurately and in a timely manner. Listed in the back of this workbook are options available to you should you need additional help or instructions for LCL.net or QuickBooks. Training Department Moose International LCL.Net Participant Guide June Page 2 of 120 Downloaded from Posted: 3/18/2018

3 Table of Contents Accessing LCL.net... 5 Logging into LCL.net... 5 The FRU Information Screen... 6 Editing Information on the FRU Information Screen... 7 Entering Officers on the Admin Menu... 8 Entering Rates on the FRU Information Screen... 9 To add a new Dues Rate to the FRU Information Screen:... 9 Categories Entering Activities on the FRU Information Screen ***Exercise*** - Editing FRU Information The Member Screen Member Information Tab Editing Name Information Editing Current and Alternate Addresses Editing Contact and Employment Information Viewing and Editing Member Notes Editing Status Editing Member Information (Mail Preferences) Viewing Sponsor Information Editing User Defined Info Editing Dates Viewing Life Member Information Payment Tab Family Tab Editing and Removing Spouse Information Adding, Editing and Removing Children Information Activities Tab Adding Activities for a Family Member Removing Activities for a Family Member ***Exercise*** - Editing Member Information Entering Out of Lodge Sponsors To access the Out of Lodge Sponsor Screen: Entering Our of Lodge Sponsor Information ***Exercise*** - Entering an Out of Lodge Sponsor The Application Screen Entering Applications ***Exercise*** - Entering Applications ***Exercise*** - Enter a Code 2 Re-Enroll Application ***Exercise*** - Enter a Code 5 Transfer In ***Exercise*** - Enter a Code L Comp Member Application ***Exercise*** - Enter a Code 3 Reinstate Application LCL.Net Participant Guide June Page 3 of 120 Downloaded from Posted: 3/18/2018

4 Transmitting Member Search To perform a Member Search by Member ID: ***Exercise*** - Member ID Search Transmitting Applications Active Applications Tab Selecting Applications Transmitted Applications Tab Received Applications Tab Daily Transmit Fraternal Unit and Member Data Transfer Send Tab Receive Tab Messages Tab Connecting to Moose International Get Awards and Degrees To Run Get Awards and Degrees : Inactivating and Deleting and Application To Inactivate and Delete an Application: Enrolling Applicants Get Member Information Export Reports and Labels Address Change Reports and Labels Activities Reports and Labels Applicant Reports and Labels Arrears Reports and Labels Member Payment Report Member Reports Member Labels Zip Code Report Volunteer Report Active Roster Report Special Dates Reports and Labels Miscellaneous Code Report Deceased Report Paid as of Date Report ***Exercise*** - Creating Reports Backup Restore To Find a Technical Trainer Using the Moose Admin Menu Guide LCL.Net Participant Guide June Page 4 of 120 Downloaded from Posted: 3/18/2018

5 Accessing LCL.net Refer to Chapter 1, Overview and Navigation, of the LCL.net Resource Manual under Accessing LCL.net To access the LCL.net double-click the program Icon. The Icon for LCL.net is found on your computer s desktop. Desk Top Icon Will not say Training The LCL.net Version: V2.2 Login Screen will appear: Note: Your version will not say Training. LCL.net Login Screen If the LCL.net software Icon is not displayed on the Windows desktop, then follow these instructions: 1. Click the Start button on the Windows task bar. 2. Scroll the cursor up to All Programs. 3. Right-click LCL.net. 4. Scroll to Send To in the menu box. 5. Click Desktop (create shortcut). The LCL.net Icon will appear on your Desktop. Logging into LCL.net Refer to Chapter 1, Overview and Navigation, of the LCL.net Resource Manual under Logging into LCL.net. To Log into LCL.net: 1. Type your User Name in the User Name field. (level3) 2. Type your Password into the Password field. (Lodge, Chapter, Legion) 3. The Fraternal Unit field must match the type of FRU you entered as a Password. Use the Drop Down Menu to find Lodge, Chapter, or Legion. 4. In the Organization field, choose Student for training, Moose for live FRU Data. LCL.Net Participant Guide June Page 5 of 120 Downloaded from Posted: 3/18/2018

6 The FRU Information Screen Refer to Chapter 2, the FRU Information Screen, of the LCL.net Resource Manual. LCL.net has four main areas that are based on functionality: FRU Information, Members, Applications and Sponsors The FRU Information screen is broken down into individual information boxes. Each of these boxes contains a specific type of FRU Information such as: Mailing Address Physical Address General Information Phone Information Member Spare Dates Labels Officers (No longer used) Lodge Totals Rates Last Examination Control Dates Last Changed Date Last Backup Date Period End Date Categories Activities LCL.Net Participant Guide June Page 6 of 120 Downloaded from Posted: 3/18/2018

7 Editing Information on the FRU Information Screen To edit information on the FRU Information Screen: 1. Click the Edit option located in the upper right corner of the box you wish to edit. Click Here 2. Enter the new information in the available fields. Save, Reset & Close Buttons 3. Click the Save Button to enter these changes into the system. LCL.Net Participant Guide June Page 7 of 120 Downloaded from Posted: 3/18/2018

8 Entering Officers on the Admin Menu Officer entry is NO LONGER completedmpowelson through LCL.net. NOTE: FRU Officers must be entered each year on the Moose International Website using the Admin Menu. If an Officer or Chairman resigns or is removed during the Moose Year, the Officer or Chairman Position must be edited in the Admin Menu. Officer entry and maintenance is addressed later in this Workbook and is covered when the Training gets to the Topic Admin Menu. LCL.Net Participant Guide June Page 8 of 120 Downloaded from Posted: 3/18/2018

9 Entering Rates on the FRU Information Screen Refer to Chapter 2, The FRU Information Screen, of the LCL.net Lodge Resource Manual under Rates. The Rates box is used to Add, Edit and Remove Dues Rates for the FRU. To add a new Dues Rate to the FRU Information Screen: 1. Click the Add button in the upper right corner of the Rates Box. The Add Rate Screen opens. 2. Choose Dues as the Rate Type. 3. Enter the Dollar Amount of the new Dues Rate in the Total Amount field. LCL.net V2.2 will automatically calculate the Start Date, ABCD and the FRU amounts. 4. Choose the Currency Type by clicking the drop down arrow. 5. Click the Save button to enter the new Dues Rate into LCL.net V2.2. NOTE: READ IMPORTANT: After approval of the new Dues Rate by the FRU Membership, the FRU must add the Dues Rate in LCL.net V2.2 and transmit the change to Moose International via a Daily Transmit. Upon entry of the new rate in LCL.net V2.2, the start date will be automatically filled with a date that is 90 days after the date of entry. DO NOT ENTER AN END DATE! The Lodges must then send a letter stating the new Dues Rate and its effective date to the General Governor. The Women of the Moose, after approval of the new Dues Rate by the Membership, need only to enter the new Dues Rate into LCL.net V2.2. If your FRU is running a special promotional rate, please phone the helpdesk for guidance before adding any new rates. LCL.Net Participant Guide June Page 9 of 120 Downloaded from Posted: 3/18/2018

10 Categories Refer to Chapter 2, the FRU Information Screen, of the LCL.net Resource Manual. The Categories box is used to Add, Edit and Remove activity categories for the FRU. Categories are used to group your FRU Activities by Type. NOTE: Selecting (Highlighting) a category in the Categories box will update the activities displayed in the Activities box, located to the right of the Categories box. The updated Activities box will show the activities that have been assigned to the selected (highlighted) category. Add a Category To add Categories on the FRU Information Screen: 1. Click Add 2. Enter the Category Name in the Category field. NOTE: You will want to enter the specific category name that you wish to create, such as Newsletter. This type of entry would be useful for setting up who should receive a newsletter. 3. Click the Save button to enter the Category into LCL.net V2.2. LCL.Net Participant Guide June Page 10 of 120 Downloaded from Posted: 3/18/2018

11 Entering Activities on the FRU Information Screen Refer to Chapter 2, The FRU Information Screen, of the LCL.net Resource Manual. The Activities box is used to Add, Edit and Remove activities for the FRU. Activities are grouped into categories based on the type of activity. For Example, the Activities Bridge, Rummy and Poker are grouped under the category Cards. To add Activities on the FRU Information Screen: 1. Click Add in the Activities box on the FRU Information Screen. 2. Enter the activity name in the Activity field. NOTE: You will want to enter the specific activity name you wish to create, such as School Board. 3. Click the Save button to enter the activity information into LCL.net V2.2. ***Exercise*** - Editing FRU Information Enter the following information. Use this Workbook, as well as, the referenced section of the Resource Manual if you have questions: 1. Enter a new Mailing Address for the FRU: PO Box 3429 Jefferson IL Enter the following Spare Date Label Information: Preferred Member Charter Member 3. Enter the following new Dues Rate: $50.00 Use the default effective date 4. Enter the following new Categories: Newsletter Community Involvement 5. Enter the following new Activities: Enter under the Category Newsletter 1. Does get Newsletter 2. Does not get Newsletter Enter under the Category Community Involvement 1. School Board 2. Little League Coach 3. City Council LCL.Net Participant Guide June Page 11 of 120 Downloaded from Posted: 3/18/2018

12 The Member Screen Refer to Chapter 3, The Member Screen, of the LCL.net Resource Manual. Clicking the Members Tab accesses the Members screen. This chapter will demonstrate how to access, edit, add and delete FRU Member Information using the Members Screen. To access and update a Member s Information you must open the member record in the Member Information window. The Member Information window contains four tabs to view and edit specific member, family and activity information, or to view payment history information. Member Information Tab Refer to Chapter 3, The Member Screen, of the LCL.net Resource Manual The Member Information window is broken down into individual information boxes. Name Information Address Information (Current and Alternate Address Information) Contact and Employment Information Member Notes Status Member Information Sponsor Information User Defined Information Dates Life Member Information LCL.Net Participant Guide June Page 12 of 120 Downloaded from Posted: 3/18/2018

13 Editing Name Information Refer to Chapter 3, the Member Screen of the LCL.net Resource Manual The Name Information box is where you would edit the Member s first name, middle name, last name and any name suffix such as Sr. or Jr. To edit Member Name Information: 1. Click the Edit button located at the bottom of the Member Information window. NOTE: Only the Data fields that are not shaded can be edited. 2. Edit the Member s Name Information in the available fields. 3. Click the Save button to enter these changes into LCL.net V2.2. Editing Current and Alternate Addresses Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Current Address and Alternate Address Tabs are used to enter and select the active address for the selected member. For Members with more than one mailing address, you can enter the second address by clicking the Alternate Address Tab. The Active Address checkbox allows you to select an address as the Member s current active address. This is very useful for those FRUs with Snow Bird Members that move between two addresses. To edit Current and Alternate Address Information: 1. Click the Edit button located at the bottom of the Member Information window. The data fields will no longer be shaded and the bottom status bar will display Edit Mode. 2. Enter your Member s Current or Alternate Address information in the available fields. 3. Click the Save button to enter any changes into LCL.net V2.2. Editing Contact and Employment Information Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual The Contact Information and Employment Information tabs are used to enter contact numbers and employment information for the selected Member. The Employment Information tab has a Volunteer checkbox that allows you to produce a report to identify those Members who are willing to donate their skill or expertise to the FRU. To enter or Edit Contact and Employment Information: 1. Click the Edit button located at the bottom of the Member Information window. 2. Enter the Member s Home Phone Number, Cell Phone Number, Fax Number and address information in the available fields. 3. Click the Employment Information tab and enter the Member s Occupation, Employer and Business Phone Number in the available fields. 4. Select the Volunteer checkbox, if this Member volunteers his services to the FRU. 5. Click the Save button to enter these changes into LCL.net V2.2. LCL.Net Participant Guide June Page 13 of 120 Downloaded from Posted: 3/18/2018

14 Viewing and Editing Member Notes Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Member Notes tabs are used to view and add any specific notes that apply to that Member. The Member Notes tab contains a text box that allows up to 100 characters to be entered. To edit or add Member Notes: 1. Click the Member Notes tab. 2. Click Edit and enter or edit the Member Notes. 3. Click the Save button to enter any changes into LCL.net V2.2. Editing Status Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Status box is where you enter the Member s current status in the FRU. The Membership Status and Individual Status allow you to select the current status from a drop down list. The Available Membership Status selections include: Active Resigned Transferred The available Individual Status selections include: Deceased Member To edit Membership Status: 1. Click the Edit button located at the bottom of the Member Information window. 2. Click the Membership Status drop down arrow. 3. Select the Member s current Status from the drop down list. 4. Click the Individual Status drop down arrow. 5. Select the member s current Status from the drop down list. 6. Click the Save button to enter any changes into LCL.net V2.2. LCL.Net Participant Guide June Page 14 of 120 Downloaded from Posted: 3/18/2018

15 Editing Member Information (Mail Preferences) Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Member Information box is where you enter or Edit the members Mail Preferences. The Moosehaven Resident field will indicate if the Member is residing at Moosehaven and may only be edited by Moose International. To edit Member Information (Mail Preferences) 1. Click the Edit button at the bottom of the Member screen. 2. Click the No Mail check box if desired. 3. Click the Do Not Solicit check box if desired. 4. Click the Save button to enter any changes into LCL.net V2.2. Viewing Sponsor Information Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Sponsor Information box shows the Member Name, Member ID and FRU number of the person that sponsored the member. NOTE: Sponsor Information cannot be edited. Editing User Defined Info Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The User Defined Info box is used to enter or edit specific user-defined dates for FRU Members such as Preferred Member Dates. The Miscellaneous Code Number field is used to enter a number that may be assigned to Members for tracking purposes. To enter or edit User Defined Info: 1. Click the Edit button located at the bottom of the Member Information window. 2. Enter the Miscellaneous Code Number, if needed. 3. Click the User Defined field 1 drop down arrow and select the date from the Calendar or manually enter the desired date. 4. Click the User Defined field 2 drop down arrow and select the date from the Calendar or manually enter the desired date. 5. Click the User Defined field 3 drop down arrow and select the date from the Calendar or manually enter the desired date. 6. Click the Save button to enter any changes into LCL.net V2.2. LCL.Net Participant Guide June Page 15 of 120 Downloaded from Posted: 3/18/2018

16 Editing Dates Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Dates box is used to view important dates in the Member s record. The only date that may be edited at the FRU is the Member s Birth Date. NOTE: All other changes to the Dates in LCL.net V2.2 are made at Moose International. To enter or edit the Birth Date: 1. Click the Edit button at the bottom of the Member Window. 2. Click the Drop down arrow in the Birth field. 3. Select the Member s Birth Date from the Calendar or manually enter the Birth Date. 4. Click the Save button to enter any change into LCL.net V2.2. Viewing Life Member Information Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Life Member Info box contains a Member s Life Membership Information data, if applicable. NOTE: Life Member Information is entered by Moose International and cannot be entered or edited from the Member Screen. The Life Member Types that display are: Paid The Life Membership was purchased. 50 Year The Member has been awarded a Life Membership for 50 Years Service. 250 Sponsor The Member has been awarded a Life Membership for sponsoring 250 Members into the Lodge or Chapter. (This does not apply to the Moose Legion) LCL.Net Participant Guide June Page 16 of 120 Downloaded from Posted: 3/18/2018

17 Payments Tab Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Payment window is used for reference purposes only. This screen will display all payments made to Moose International through the Lock Box by the Member. NOTE: This screen will be populated with information after the Member payment is received through the Lock Box at Moose International and the Member s Record will be updated during the Daily Transmit process. Family Tab Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Family Information boxes and fields are where you will enter, update or view the Member s family information in LCL.net V2.2. Spouse Information Box Children Information Box LCL.Net Participant Guide June Page 17 of 120 Downloaded from Posted: 3/18/2018

18 Editing and Removing Spouse Information Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Spouse Information box is used to enter and edit spouse information for the selected Member. To Edit Spouse Information: 1. Click the Edit option located in the upper right corner of the Spouse Box. 2. Click to Select the Married (Y/N) checkbox. NOTE: All data fields will now be activated for data entry and the Last Name field will automatically populate with the Member s Last Name. This field may be edited if necessary. NOTE: To remove existing spouse information for the Member, simply click to uncheck the Married (Y/N) checkbox. The spouse information fields will be cleared. 3. Enter the spouse s first name in the First Name field. 4. Change the Spouse s Last Name field if needed. 5. Click the Birthday drop down arrow and select the spouse s Birth Date from the Calendar or manually enter the correct date. 6. Click the Wedding Anniversary drop down arrow and select the correct Anniversary Date from the Calendar or manually enter the correct date. 7. Click to select the WOTM (Y/N) checkbox if needed. This option should be checked, only if the spouse is an Active WOTM Member. 8. Enter any additional Notes for the spouse in the Notes field. 9. Click the Save button to enter these changes into LCL.net V2.2. To Remove the Spouse Information: 1. Click the Edit option located in the upper right corner of the Spouse box. 2. Click to uncheck the Married (Y/N) checkbox. LCL.Net Participant Guide June Page 18 of 120 Downloaded from Posted: 3/18/2018

19 Adding, Editing and Removing Children Information Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Children Information box is used to Add, Edit or Remove child information for the selected Member. To Add Children Information: 1. Click the Add option located in the upper right corner of the Children box. NOTE: The Add Child window will open and the Last Name field will automatically populate with the Member s last name. This may be changed if necessary. 2. Click the Gender drop down arrow and select the gender of the child to be added. 3. Enter the child s first name in the First Name Field. 4. Change the last name for the child in the Last Name field if necessary. 5. Click the Birthday drop down arrow and select the child s birth date from the Calendar or manually enter the correct date. 6. Enter any additional Notes for the child in the Notes field. 7. Click the Save button to enter the information into LCL.net V2.2. To Edit Children Information: 1. Click to select (Highlight) the child with information to be edited in the children list. 2. Click the Edit option located in the upper right corner of the Children box. 3. Click the Gender drop down arrow and edit the gender of the child if necessary. 4. Edit the child s first name in the First Name field, if necessary. 5. Edit the child s last name in the Last Name field, if necessary. 6. Edit the Child s Birthday by clicking the Birthday drop down arrow and selecting the child s birth date from the Calendar or manually enter the correct date. 7. Enter or Edit the notes for the child in the Notes field. 8. Click the Save button to enter any changes into LCL.net V2.2. To Remove Children Information: 1. Click to select (Highlight) the child to be removed from the children list. 2. Click the Remove button located in the upper right corner of the Children box. LCL.Net Participant Guide June Page 19 of 120 Downloaded from Posted: 3/18/2018

20 Activities Tab Refer to Chapter 3, The Member Screen of the LCL.net Resource Manual. The Activities window is broken down into four main information boxes. The Activities box in the upper right contains all the activities specific to the Category selected (Highlighted) in the Categories box in the upper left. The Selected Activities for Family Members box in the lower right contains activities specific to the Family Members selected (Highlighted) in the Family Member Selection box in the Lower left. Adding Activities for a Family Member To Add Activities for a Family Member: 1. Click to highlight the desired family member in the Family Member Selection box. 2. Click the desired Activity Category in the Categories box. 3. Click the desired activity in the Activities box. 4. Click the Add Activity button to add the highlighted family member. activity for the selected 5. Continue to select and add categories and activities for the selected family member as needed. NOTE: Alternately, you can double-click an activity (after choosing the category) to add it to the selected family member. To choose a different family member and add activities, simply click to highlight another family member in the Family Member Selection box. Removing Activities for a Family Member To Remove Activities for a Family Member: 1. Click the desired family member in the Family Member Selection box. 2. Click the desired activity to remove in the Selected Activities for Family Member box. 3. Click the Remove button in the upper right corner. 4. Click the Yes button to remove the activity of the NO button to cancel. NOTE: The removed activity will be deleted from the selected activities for that family member. LCL.Net Participant Guide June Page 20 of 120 Downloaded from Posted: 3/18/2018

21 ***Exercise*** - Editing Member Information Edit Dan Manley s record using the following information. Use the previous pages of this Workbook as the reference if you have questions. Dan Manley: MD Birth Date: 5/15/1965 address: drdan@comcast.net Alternate Address: 12 South Beach Road South Padre Island, TX Occupation: Doctor Employer: Methodist Hospital Phone # Miscellaneous Code No.: 382 Wife: Sylvia Birth Date: 09/22/1968 Children: Jimmy Birth Date 08/12/1995 Sara Birth Date 05/05/1997 Tim Birth Date: 10/22/1999 Dan s Activities: Golf, Ritual, Fishing, Little League Coach Sylvia s Activities: Bridge, Bowling, Fishing Jimmy s Activities: Football, Amusement Parks, Fishing Sara s Activities: Swimming, Ice Skating, Fishing Timothy s Activities: Fishing, Soccer LCL.Net Participant Guide June Page 21 of 120 Downloaded from Posted: 3/18/2018

22 Entering Out of Lodge Sponsors Refer to Chapter 5, The Sponsor Screen of the LCL.net Resource Manual The Out of Lodge Sponsors screen is used to retrieve real time information from Moose International about sponsors that are not a Member of your FRU, but are Members of another FRU. This includes women sponsoring men into a lodge and men sponsoring women into a chapter. They must be saved into the Sponsor s List before they may be entered on the Application screen as the Sponsor. To access the Out of Lodge Sponsor Screen: 1. Click the Sponsor Tab. 2. Click the New Sponsor button in the upper right corner of the Sponsor List screen. The Out of Lodge Sponsor screen opens. LCL.Net Participant Guide June Page 22 of 120 Downloaded from Posted: 3/18/2018

23 Entering Our of Lodge Sponsor Information To enter out of lodge sponsor information: 1. Click the Sponsors Tab 2. Click the New Sponsor button in the upper right corner of the Sponsor List window. 3. Enter the Sponsor s MID number in the Member ID field. 4. Click Find. The current information on the Member Sponsor will be retrieved from the Moose International Computer. 5. Click the Save button to save the current information to the Sponsors List and allow you to enter the Sponsor s MID or select the Sponsor from the Sponsors List. NOTE: Clicking the Reset button will cancel entry of the Out of Lodge Sponsor. ***Exercise*** - Entering an Out of Lodge Sponsor Enter the following Out of Lodge Sponsor information. Use this Workbook as a reference if you have questions. 1. Enter MID#: in the Member ID field. 2. Click Find. Find Button Enter MID# 3. Click Save to add the sponsor to your Sponsor List. LCL.Net Participant Guide June Page 23 of 120 Downloaded from Posted: 3/18/2018

24 The Application Screen Refer to Chapter 4, The Application Screen in LCL.net Reference Manual. The Application Screen is broken down into different sections for entry. Applicant Code Selections: Code 1 New For Applicants that have never been a Moose Fraternity Member. Code 1 Multiple Membership For Members of another FRU applying for Multiple Membership in your FRU. Code 2 Re-Enroll For previous Moose Fraternity Members in arrears for six (6) months or more from the expiration date of the member s last Membership Dues Record. The Former Member would have a Status of Expired, Dropped or Terminated. Code 3 Reinstate For previous Moose Fraternity Members dropped for nonpayment of Dues for more than 12 months, but less than 24 months from the expiration date of the Member s last Membership Dues Record. Back Dues must accompany the Application in an amount sufficient to bring the Member s Dues Date to a current Status. The Former Member would have a Status Dropped. Code 5 Transfer In For Members transferring to your FRU from another FRU. The Member s Dues Date must be current. Code L Comp Member For Members who are not a member of your FRU that are entered so labels can be printed (ex. To receive your FRUs Newsletter). NOTE: All references to Tax ID Type, Tax ID and Social Security Number have been removed from the Application Screen. LCL.Net Participant Guide June Page 24 of 120 Downloaded from Posted: 3/18/2018

25 Entering Applications To Enter an Application: 1. Click the Applications Tab near the top of the LCL.net Workspace screen. 2. Click the New Application button on the upper right side of the Applications screen to open a new Application screen. 3. Enter the Application Date in the Application Date field by clicking the drop down arrow to access the Calendar or manually type in the date. If no date is entered the date will default to the current date after pressing the Tab Key. 4. Press the Tab key to move to the Application Code field. 5. Click the drop down arrow to the right of the Application Code field. 6. Select and click Application Code 1 New. NOTE: The Status field defaults to Active and cannot be changed at this time. 7. Click in the box next to Fees Paid to indicate all fees have been paid. 8. Click in the box next to Dues Paid, if applicable. To Enter Name Information on the Application Screen: 1. Enter the Applicant s First Name. 2. Enter the Applicant s Middle Name. 3. Enter the Applicant s Last Name. 4. Enter a Suffix, if applicable, by clicking the drop down arrow and selecting the appropriate suffix by scrolling through the selections. To Enter Address Information on the Application Screen: 1. Enter the Applicant s Street Address, City, State and Zip Code. 2. Enter the Applicant s Country, only if different from the Country of the FRU. 3. Enter the Applicant s Date of Birth To Enter Contact Information on the Application Screen: 1. Enter the Applicant s Home Telephone Number. 2. Enter the Applicant s Cell Phone Number. 3. Enter the Applicant s Address. To Enter Family Information on the Application Screen: 1. If the Applicant is married, click in the box next to Married which will open the Spouse Name information area. 2. Enter the First Name, Middle Name and Last Name of the spouse. 3. If the Applicant has children, enter the number of children in the box. To Enter Employment Information on the Application Screen 1. Enter the Applicant s Occupation. 2. Enter the Applicant s Employer Name. 3. Enter the Applicant s Business Telephone Number. LCL.Net Participant Guide June Page 25 of 120 Downloaded from Posted: 3/18/2018

26 To enter Sponsor Information on the Application Screen: 1. Click Select in the Sponsor area to open the Sponsor selection screen. 2. Click on the Members or Sponsors tab and select the Sponsor by entering an MID# or Last Name of the Sponsor in the Find box or scroll down in the list until you find the Name of the Sponsor. 3. Double click the name of the Sponsor in the Members or Sponsors list. The Sponsor s information will populate the Sponsor area of the Application Screen. ***Exercise*** - Entering Applications Enter a New Member Application (Application Code 1 New). A Code 1 New Member Application is for an Applicant that has never been a member of the Moose Fraternity. Enter the following Code 1 New Application: Name: Address: John Davis 1938 Belt Line Road Jefferson, IL Date of Birth: 08/21/1962 Telephone: Address: Wife: Children: Occupation: Employer: jdavis@sbcglobal.net Brenda (3) three Nurse Rush-Copley Hospital Business Telephone: ext 563 Sponsor: Paid: Paid: Brad Leonard Fees Dues LCL.Net Participant Guide June Page 26 of 120 Downloaded from Posted: 3/18/2018

27 Entering a Former Member Re-Enroll Application (Application Code 2 Re-Enroll) An Applicant for Re-Enrollment is a Former Member of the Moose Fraternity whose Dues have been expired for longer than 6 months. He/She may Re-Enroll into any FRU of the same Unit type in the Fraternity. Remember: When entering a Re-Enroll or Reinstate Application, you must enter the Applicant s MID# in the Member ID field after selecting the Application Code or- if the Applicant is a Former Member of your FRU, you may click the Don t Know ID button and select the Former Member from the drop down list. NOTE: If the Application is a Re-Enroll, the drop down list will contain Former Members with a Status of Dropped, or Terminated. If Applicant has a status of Expired you must check your inactive list for the MID or contact the Help Desk if the applicant is a former member of a different lodge. If the Application is a Reinstate, the drop down list will contain only Former Members with a Status of Dropped. If the Former Member is listed in the drop down list, the information from the Applicant s previous Membership Record will populate the Application screen. This information should be edited for any changes before saving the Application. If the Application is a Re-Enroll, the Sponsor s MID# must be entered or the Sponsor selected from the Member or Sponsor list on the select Sponsors screen. If the Sponsor is from another FRU, he must be added to the Sponsors list prior to entering him as the Sponsor of that Applicant, if not previously added. ***Exercise*** - Enter a Code 2 Re-Enroll Application Enter the following Code 2 Re-enroll Application: 1. Enter: MID# Click: Tab Verify and Edit the Following Information: Name: David Smith Address: 3592 Nottingham Circle Jefferson, IL Date of Birth: 06/30/1950 Telephone: Address: dsmith50@aol.com Wife: Sharon Children: (2) two Occupation: Produce Manager Employer: Jewel Food Store Business Telephone: ext 332 Sponsor: Brad Leonard Paid: Dues and Fees Former Member Acknowledgement Signed LCL.Net Participant Guide June Page 27 of 120 Downloaded from Posted: 3/18/2018

28 Enter a Life Member Transfer-In Application (Application Code 5 Transfer in): When an Application Code 5 Transfer-in is selected, you will enter the MID# of the Member and press the Tab Key. An LCL.net Question Box will appear asking Would you like to connect to Moose International to retrieve this Applicant s information? Connect to the Internet and then click Yes. The Application screen will populate with the information retrieved from Moose International. Life Member and Sponsor Information will be downloaded from Moose International. ***Exercise*** - Enter a Code 5 Transfer In Enter the following Code 5 Transfer In: 1. In the MID # field, type Click the Tab Key 3. Click Yes in the Question Box. Verify and Edit the Following Information: Name: William Tell Address: 658 Lakeview Street Jefferson, IL Date of Birth: 06/21/1945 Address: wtell@yahoo.com Occupation: Retired 4. Click Fees Paid 5. Click Save. 6. Click Close. Enter a Comp Member (App Code L Comp Member): A Comp Member is someone that you enter into your Inactive Member List that is not a member of your FRU for the purpose of producing mailing labels. ***Exercise*** - Enter a Code L Comp Member Application Enter the following Code L Comp Member: Charlie Brown 1221 Hickory Creek Sugarland, TX Click Save. NOTE: The L-Comp Member will move to your Inactive Member List when saved without transmitting the information to Moose International. LCL.Net Participant Guide June Page 28 of 120 Downloaded from Posted: 3/18/2018

29 Enter a Reinstate Application (Application Code 3 Reinstate): An Applicant for Reinstatement must be a Former Member of your FRU that has been dropped for non-payment of dues at least 12 months prior to applying for reinstatement, but not more than 24 months prior to applying. The Former Member MUST Reinstate into his/her Former FRU. You may enter the MID of the applicant for Reinstatement or Click the Don t Know ID button and select the Applicant from the drop down list. ***Exercise*** - Enter a Code 3 Reinstate Application 1. Enter: MID# Press: Tab 3. Check Dues Paid NOTE: An amount equal to one (1) or two (2) years Dues, whichever brings the Dues Date back to a current status, must accompany the Reinstate application. Verify and Edit the Following Information: Name: Ralph Weller Address: 102 Oak Point Jefferson, IL Date of Birth: 01/15/1961 Telephone: Address: ralphw@comcast.net Wife: Karen Children: (2) two Occupation: Machinist Employer: Wright s Machine Shop Business Telephone: Paid: Dues NOTE: Applicant s original enrollment date will appear. NOTE: No Sponsor is required on a Reinstate Application. The Original Sponsor will be downloaded from Moose International. LCL.Net Participant Guide June Page 29 of 120 Downloaded from Posted: 3/18/2018

30 Transmitting Refer to Chapter 6, Transmit Functions of the LCL.net Resource Manual This Chapter will demonstrate how to use the Transmit Functions to transfer and receive Fraternal Unit, Member and Application Data with Moose International. NOTE: The Moose Legion GO To menu includes an option named Get Lodge Information that retrieves the Moose Legion Member s Lodge number from Moose International when performed. Transmit Functions NOTE: You are required to perform an Application Transmit each day before the system will allow you to perform a Daily Transmit. It is strongly suggested, but not required, you perform the Application Transmit and Daily Transmit together each time you transmit. LCL.Net Participant Guide June Page 30 of 120 Downloaded from Posted: 3/18/2018

31 Member Search The Member Search function is helpful when a known Member of your FRU does not appear in your Membership Records or as an alternate means of locating a Member Record. This function allows you to search for the Member using the Member ID number or Name. Once found you can View, Print, Edit and Save the Member s Record Information. Information details will be given for you to relay to the Help Desk when trying to rectify a problem with the Member Record. The Member Search function is located under the Go To menu. Click Here The following screen will appear when you click Member Search. Member ID Field Name Search Fields Search Button NOTE: A Member Search can also be done through the Admin Menu, to be detailed later in the guide. LCL.Net Participant Guide June Page 31 of 120 Downloaded from Posted: 3/18/2018

32 To perform a Member Search by Member ID: 1. Click the Radio Button in front of By Member ID in the selection box. By Member ID Radio Button 2. Enter the Member ID in the Member ID Search field. Member ID Field 3. Click Search. Search Button The following screen will appear with the Member listed. Click (+) to expand Record 4. Click the (+) sign to the left of the Line Item to expand the Record. The following screen will appear with the Record expanded. LCL.Net Participant Guide June Page 32 of 120 Downloaded from Posted: 3/18/2018

33 5. Double-click the Line Item to open the Member Record. The Member Screen will open. 6. Print Screen, Edit, Save, Reset or Close the Member Record. ***Exercise*** - Member ID Search 1. Click the By Member ID Radio Button. 2. Enter Member ID # Click Search 4. Expand the Record 5. Double-click the Line Item to open the Member Record 6. Click Edit 7. Add Phone # Click Save 9. Click Close NOTE: A Member Search By Name is performed in the same manner by clicking the Radio Button in front of By Name, entering the First Name, Last Name or Both Names of the Member and clicking Search. You may narrow a Member Search By Name by selecting a State/Province. LCL.Net Participant Guide June Page 33 of 120 Downloaded from Posted: 3/18/2018

34 Transmitting Applications Refer to Chapter 6, Transmit Functions in LCL.net Resource Manual The Application Transmit function is located under the GO To menu. Click Here The Transmit Application window opens. Transmit Applications with Moose International is displayed under three tabs. Active Applications Transmitted Applications Received Applications Active Applications Tab Received Applications Tab Transmitted Applications Tab LCL.Net Participant Guide June Page 34 of 120 Downloaded from Posted: 3/18/2018

35 Active Applications Tab Refer to Chapter 6, Transmit Functions in the LCL.net Resource Manual The Active Applications Tab displays a list of Applications with a Status of Active and allows you to individually select the Applications or select All Applications to be sent to Moose International. Selected Check Box Status Select the Applications to be transmitted by clicking the Selected check box(es) to the left of the App ID numbers of the Applications you wish to transmit. If you wish to transmit all of the Active Applications in the Active Applications List, click the Select All button. LCL.Net Participant Guide June Page 35 of 120 Downloaded from Posted: 3/18/2018

36 Selecting Applications Refer to Chapter 6, Transmit Functions of the LCLnet Resource Manual Applications can be individually selected for transmission to Moose International by selecting individual check boxes beside each name If you wish to send all active Applications to Moose International, click the Select All button to add check marks to all Applications. Select to Transmit Select All Deselect All Transmit Button Clicking the Deselect All button will remove the checkmarks from all Applications. When all Application selections have been made and you are ready to transmit them to Moose International, click the Transmit button. NOTE: Your computer must be connected to the Internet for a connection to be made between your LCL.net V2.2 Software and the Moose International Server. Transmitted Applications Tab Refer to Chapter 6, Transmit Functions of the LCL.net Resource Manual The Transmitted Applications Tab displays a list of Applications that have been transmitted to Moose International. They will have a Status of Transmitted. This list only contains those Applications that have been transmitted, but have not been processed by Moose International. Once they have been processed and you have done another Application Transmit, the Applications will display under the Received Tab with an updated Status of Accepted or Rejected. NOTE: Any transmission to Moose International must be initiated by clicking the Transmit button. Moose International cannot initiate a data transmission with your FRU. LCL.Net Participant Guide June Page 36 of 120 Downloaded from Posted: 3/18/2018

37 Received Applications Tab Refer to Chapter 6, Transmit Functions of the LCL.net Resource Manual The Received Applications Tab will display a list of all Applications processed by Moose International and will list the updated Status for that Application. Updated Status The Received Applications tab displays a list of Applications processed by Moose International that have been returned to your FRU for processing. They will have either an Accepted or Rejected Status. Applications with an Accepted Status are ready for enrollment in your FRU and will be discussed in a subsequent chapter. Applications with a Rejected Status have a problem that must be addressed, corrected and re-transmitted to Moose International. The Messages Column will indicate what the problem is that kept the Application from being accepted. The problem will also be displayed in the Notes box on the Application screen. Any Rejected Application that has been corrected must be re-transmitted to Moose International for re-processing. Once the problem with the Application has been corrected, the Application Status must be changed back to Active before LCL.net V2.2 will allow you to re-transmit it. To Change an Application Status from Rejected to Active: 1. Open the Application Record. 2. Click the Edit button. 3. Click the Status drop down. 4. Select Active. 5. Edit the Application Information that has caused the problem, if allowed. 6. Click Save to enter the changed information and Status change into LCL.net V2.2. LCL.Net Participant Guide June Page 37 of 120 Downloaded from Posted: 3/18/2018

38 Daily Transmit Refer to Chapter 6, Transmit Functions of the LCL.net Resource Manual. The Daily Transmit window will open after each Application Transmit or by selecting Daily Transmit from the Go To menu, allowing you to view the FRU information changes or Member information changes to be transmitted to Moose International. If no FRU information or Member information changes have been made, the information areas will be blank. The Daily Transmit should still be performed because Moose International may have information to download to your FRU. The Connect to Moose International button is used to initiate a data transfer session that will upload your FRU and Member information and will download any changes received at Moose International to your system. Downloaded information will be displayed under the Receive tab. LCL.Net Participant Guide June Page 38 of 120 Downloaded from Posted: 3/18/2018

39 Fraternal Unit and Member Data Transfer Fraternal Unit and Member data transfer with Moose International is displayed under three (3) Transmissions tabs. Send Receive Messages Send Tab The Send tab displays three (3) information areas, Fraternal Unit, Member and Fraternal Unit Rates. The Fraternal Unit information area will list all Fraternal Unit changes to be uploaded to Moose International. The Member information area will list all Member changes to be uploaded to Moose International. The Fraternal Unit Rates information area would contain any information pertaining to a Dues increase or decrease to be recorded with Moose International. NOTE: To view the Fraternal Unit Rates area, you will need to scroll down in the window. LCL.Net Participant Guide June Page 39 of 120 Downloaded from Posted: 3/18/2018

40 Receive Tab The Receive tab, just like the Send tab, displays three (3) information areas: Fraternal Unit, Member and Fraternal Unit Rates. This tab will contain any information sent to your FRU from Moose International regarding these three (3) areas. Messages Tab The Messages tab will display messages sent to your FRU from Moose International. These could include items such as notification of an update in your Membership demographic information, an Address change or possibly problems with the data transmission or conflicting information in a record. Connecting to Moose International When all Fraternal Unit and Member data changes have been reviewed and you are ready to transmit the information to Moose International, click the Connect to Moose International button. NOTE: Dial Up Internet Service must be connected before clicking Connect to Moose International. Connect to Moose International Button NOTE: A connection will be initiated between LCL.net V2.2 and the Moose International Server. The Status Bar will display the steps in the transmission process and when the transmission is complete. After the transmission is completed the Daily Transmit window will switch to the Receive tab to display any information downloaded from Moose International. Always check the Messages tab for any messages that may have been transferred with these records. LCL.Net Participant Guide June Page 40 of 120 Downloaded from Posted: 3/18/2018

41 Get Awards and Degrees Refer to Chapter 6, Transmit Functions of the LCL.net Resource Manual. The Get Awards and Degrees menu option is located under the Go To menu. When Get Awards and Degrees is selected, LCL.net V2.2 retrieves current dates for Life Membership, Higher Degrees, 25 Club, etc. for each FRU Member and populates the Member Screen of each Member with the dates that are on file at Moose International. To Run Get Awards and Degrees : 1. Click the Go To menu item on the menu bar. 2. Click Get Awards and Degrees in the Go To drop down menu. Click Here The Get Awards and Degrees window opens Click Here 3. Click the Get Awards and Degrees button in the dialog box. 4. Click the OK button. 5. Click the Close button. LCL.Net Participant Guide June Page 41 of 120 Downloaded from Posted: 3/18/2018

42 Inactivating and Deleting and Application Refer to Chapter 5, The Application Screen of the LCL.net Resource Manual. There are times when you must change an Application Status to Inactive or Delete in the system. Inactivating removes an Application from the Active Application List and puts the record in the Inactive Status. A reason for inactivating an Application could be that the Applicant is unable to be enrolled for several months (maybe being deployed in the military), but wants to enroll when he/she returns. Before an Application can be Deleted the Status must first be changed to Inactive. A reason to delete an Application might be that the Applicant has passed away or has moved to another state and no longer wants to join. To Inactivate and Delete an Application: 1. Open the Application Record. 2. Click the Edit button to allow editing of the Application information. 3. Click the Status drop down arrow and select Inactive. 4. Click the Save button to enter the status change. NOTE: At this point you may either leave the Application in the Inactive Status to be activated and enrolled later or delete the Record completely. 5. To retain the Application in the Inactive Status, click the Close button to close the record. 6. To Delete the Application, click the Edit button again. 7. Click the Status drop down and select Deleted. 8. Click Save. The following screen will appear: 9. Click the Yes button to complete the process of deleting the Application. LCL.Net Participant Guide June Page 42 of 120 Downloaded from Posted: 3/18/2018

43 Enrolling Applicants Refer to Chapter 5, The Application Screen of the LCL.net Resource Manual. When an Application is in the Accepted status and ready to be enrolled into the FRU, it is necessary to move the Applicant out of the Applications list into the Active Members List as a Member of the FRU. The Application must have been transmitted to Moose International, processed by the Moose International Server (Takes up to 24 Hours) and a second Application Transmit must have been performed to receive the Application back into the FRUs Applications List as Accepted and containing a Member ID number. All Dues and Fees must have been paid. An Enrollment Date must also be entered in the Enroll Date field in the upper right corner of the screen. Member ID Number Accepted Status Enroll Date Save Button LCL.Net Participant Guide June Page 43 of 120 Downloaded from Posted: 3/18/2018

44 To Enroll An Applicant: 1. Select the Application to be enrolled from the Accepted Applications List. 2. Click the Edit button to open the Application Record. 3. Check to insure the Report Date, Report Number and Batch Number appear in the Application Information box. 4. Enter the Applicant s Enrollment Date in the Enroll Date field. 5. Click the Save button to save the entry into LCL.net V2.2. The following Enroll the Applicant box will appear 6. Click the Yes button to enroll the Applicant or Click the No button to enroll the Applicant later. NOTE: When the above process is complete, the Application record moves to the list under the Other tab. During each Application Transmit, applications listed under the Other tab are deleted from LCL.net V2.2. Inactive Applications will remain in the List under the Other tab until they are either changed to Active or Deleted. To see the Newly Enrolled Membership Record in the Member List: 1. Click the Member Tab. 2. Scroll down in the List to the name of the Newly Enrolled Member. The Dues Expiration Date will show as Newly Enrolled. The Dues Expiration Date will be downloaded from Moose International after the Enrollment Date has been transmitted to Moose International, the Sweepers have processed the information and the Daily transmissions have been performed again by the FRU. This may take a couple of days and a couple of transmits to complete. LCL.Net Participant Guide June Page 44 of 120 Downloaded from Posted: 3/18/2018

45 Get Member Information The Get Member Information function allows you to download current Member information from the Moose International Servers, one Member at a time. This allows the FRU to keep up to date on changes made by the Member via the Website such as Address changes or by Moose International such as Dues Dates, Etc. To Get Member Information: 1. Click Go To on the menu bar. 2. Click Get Member Information in the Go To dropdown menu. Click Here The Get Member Information screen opens. Member ID Field Get Member Information Button 3. Enter the Member ID number in the Member ID field. 4. Click the Get Member Information button. After Running Get Member Information the following Warning Box Appears: 5. Click Yes in the LCL.net Warning Box to replace the information in the FRU Data Base with the information downloaded from the Moose International Server. 6. Click NO to exit Get Member information without saving the downloaded information. LCL.Net Participant Guide June Page 45 of 120 Downloaded from Posted: 3/18/2018

46 Export The Export function in LCL.net V2.2 is currently addressed in the LCL.net Resource Manual beginning on Page 28 and is also available as a Handout. Should an Advanced User Course be offered in the future, Export will be taught as part of that class. LCL.Net Participant Guide June Page 46 of 120 Downloaded from Posted: 3/18/2018

47 Reports and Labels Refer to Chapter 7, Reports and Labels of the LCL.net Resource Manual The Reports and Labels function in LCL.net V2.2 provides several options for creating reports to get specific information about a FRU. Reports and Labels allow you to create Reports in the following areas and, in some, create Mailing Labels and Badges. Address Change Activities Applicant Arrears Deposit ** Member Payments Officer Member Special Dates Miscellaneous Code Deceased Paid as of Date The Reports and Labels function in LCL.net is accessed by clicking the Go To menu option on the menu bar. The Reports and Labels option contains a submenu that lists each reporting area available. Most report selections have a Reports/Labels Selection box that allows you to choose the type of reporting format you want to create in the viewing area and provides you with two options. Select the Radio button beside the desired report type to select either Reports or Labels. Reports Creates a detailed report based on the options selected Labels Creates Labels and badges based on the options selected. IMPORTANT: **Although this report function is still operational, deposit histories should only be retrieved through the Admin Menu. It is recommended that you buy the suggested Avery labels or a brand that is equivalent to the Avery labels. Many other labels use the same layout, but the size will vary and the labels won t print properly. LCL.Net Participant Guide June Page 47 of 120 Downloaded from Posted: 3/18/2018

48 Address Change Reports and Labels The Address Change Reports and Labels function will generate a Report or Labels reflecting any address changes made at the FRU, at Moose International or on the Moose International Website by the Member during a period of time designated by the FRU. The Address Change Reports/Labels area is located in the Reports and Labels sub-menu that appears when you select Reports and Labels under the Go To option. Reports & Labels Sub-Menu LCL.Net Participant Guide June Page 48 of 120 Downloaded from Posted: 3/18/2018

49 Address Change Report/Labels Screen 1. Click or Highlight Reports and Labels in the Go To Menu dropdown. 2. Click Address Change in the sub-menu to open the Address Change Reports/Labels window. The Address Change Reports/Labels window will open. Once open, the Address Change Reports/Labels window allows you to select reporting options to narrow the Report by selecting a Changes Since Date to use as a starting date for the Reporting Period. When the options are all chosen, you must click the Create Report button to begin the creation of the Report. NOTE: Some reports are going to take several minutes to create. If the Progress Bar is showing in the Report Area of the window, it is gathering information. Be patient! LCL.Net Participant Guide June Page 49 of 120 Downloaded from Posted: 3/18/2018

50 Activities Reports and Labels The Activities Reports and Labels function, will generate the specified type of Reports or Labels based on the selections made for the Report. To create an Activities Report: 1. Select the Report radio button to specify that you want to view the selected data in a Report format. 2. Select the type of Activity Report you wish to create. Selecting Activity Totals will clear all selection options and creates a Report on all Member and Family activities. 3. Click the Category dropdown arrow and select the Category of the Activity you wish to create a Report for. 4. Click the Activity dropdown arrow and select the Activity you wish to create the Report for. The Activity selections will change based on the Category selected. 5. Select the Family Members to include in the Report. 6. Enter a specific Age Range for the selected Family Member(s), if desired. 7. Select a specific Gender for the Report, if desired. 8. Click the Create Report button. LCL.Net Participant Guide June Page 50 of 120 Downloaded from Posted: 3/18/2018

51 Applicant Reports and Labels The Applicant Reports/Labels function allows you to produce detailed Reports to be used for application reporting to the Board of Officers or Membership Committee. It also gives you the option to produce Mailing Labels for inviting Applicants and Sponsors to Orientations or Enrollments. To Create Application Reports: 1. Select the Reports radio button to specify that you would like the data in Report Form. 2. Select Applicant to create a List of Applicants and their Sponsors. 3. Click the Application Code dropdown arrow to select Applicants with a specific Application Code to be included in the Report. Selecting All will produce a report including all Application Codes. 4. Click the Application Status dropdown arrow to select applicants with a specific status to be included in the Report. Selecting All will return a report of all applicants regardless of their status. 5. Enter an App Received Start date to specify the start of a date range if desired. 6. Enter an App Received End date to specify the end of the desired date range. 7. Select Application Number, Name, Application Code, Application Status, Sponsor ID or App Received Date to sort the Report as desired. 8. Click the Create button. LCL.Net Participant Guide June Page 51 of 120 Downloaded from Posted: 3/18/2018

52 Arrears Reports and Labels The Arrears Reports/Labels function provides several options for creating reports of members in arrears. To create an Arrears Report: 1. Select the Reports radio button to specify you would like the data in a Report Form. 2. Select the type of report you wish to generate. Selecting All Members generates a report of all FRU members in arrears. Selecting By Month creates an arrears report for the month selected. 3. Select the Month, if the selection above was By Month. 4. Select the Status for the Report. Selecting All will generate a report on all members with Expired or Dropped Status. Selecting Expiring Only will generate a report of members whose dues expiration date is within the month selected. Selecting Expired Only will generate a report of all FRU members with a status of Expired. Selecting Dropped Only will generate a report of all FRU members with a status of Dropped. 5. Select Member ID, Name, Dues Expiration Date or Enrollment Date to sort the report as desired. 6. Click the Create Report button. LCL.Net Participant Guide June Page 52 of 120 Downloaded from Posted: 3/18/2018

53 Member Payment Report The Member Payments Report is a list of FRU Amount payments by Received Date or Deposit Date for the period of time specified by the Start Date and End Date you enter. To create Member Payment Reports; 1. Select Received Date or Deposit Date for the type of report you desire. 2. Select the Start Date and End Date for the report. 3. Select the Payment Type from the Payment Type dropdown box. Selecting All creates a report of all Life Member and dues payments received during the report period. Selecting Life Member creates a Report of all Life Member payments received during the report period. Selecting Dues creates a report of all Dues payments received during the report period. 4. Select Member ID, Name or Deposit Date to sort the report as desired. 5. Click the Create Report button. LCL.Net Participant Guide June Page 53 of 120 Downloaded from Posted: 3/18/2018

54 Member Reports The Member Reports/Labels function provides ways to produce detailed Reports for use by the Board of Officers, Membership Committee, Retention Committee, Publicity Committee, etc. The Member Report Type selection box allows you to choose the type of Member Report to create. Member Status Creates a member status report or labels based on the Reports/Labels selection and the Member status selected. This is the preferred selection for printing newsletter labels. New Member Creates a report or labels of all new members enrolled in the current quarter based on the Reports/Labels selection and sorting options. Volunteer Creates a Volunteer Report or Labels based on the Reports/Labels selection and sorting options. Active Roster Creates an Active Roster report based on the reports selection and sorting options. This option is available for reports only. NOTE: Using the All Status in the Member Status dropdown menu list creates a report of all members regardless of Status. This report may be very lengthy and it is advised that you use the Status Selection option to limit the size of the report. The Member Status Selection box is only displayed when Member Status is selected as the Report Type. The Member Status Selection box allows you to produce a report based on member status. NOTE: Entering a date in the Start Date field generates a report of only names entered since that date. To create Member Reports: 1. Select the Reports radio button to specify that you want to view the selected Data in the Report Format. 2. Select Member Status, New Member, Volunteer, or Active Roster to create the type of report desired. 3. Select the desired Member Status, if needed. NOTE: The selection box for choosing a Member Status is only displayed when the Member Status Report type is selected. 4. Select Member ID, Name, Status or Enroll Date to sort the report as desired. 5. Click the Create Report button. LCL.Net Participant Guide June Page 54 of 120 Downloaded from Posted: 3/18/2018

55 Member Labels The Member Reports/Labels function allows you to produce mailing labels that can be used for mailings by the FRU, Board of Officers, Committees, etc. NOTE: For best results, use the suggested Avery Labels listed in the Label Selection box of the Member Reports/Labels screen. There are many label sizes and the labels another supplier issues may not fit the LCL.net V2.2 template. To create Member Labels: 1. Select the Labels radio button to specify that you want the selected data in labels format. 2. Select Member Status, New Member or Volunteer to generate the type of labels desired. 3. Select the desired Member Status, if needed. NOTE: The selection box for Member Status will only be displayed if Member Status type is selected. This will narrow the Member Labels parameter. 4. Select a Start Date if you wish to create labels for only those members added since a certain date. 5. Select Name or Zip Code in the Sort field. 6. Select the label being used in the Label Selection box. 7. Click the Create Report button. LCL.Net Participant Guide June Page 55 of 120 Downloaded from Posted: 3/18/2018

56 Zip Code Report The Zip Code Report is helpful when filling out paper work for Bulk Mailings such as newsletter or membership mailings. Federal paper work asks for how many pieces are being mailed to each Zip Code. This report will supply those numbers. To create a Zip Code Report: 1. Select the Labels radio button to specify that you want to view the selected data in labels format. 2. Select the Member Status radio button for the type of report desired. 3. Select the Zip Code radio button in the Sort box. 4. Select the Zip Code Report radio button in the Label Selection box. 5. Click the Create Report button. Volunteer Report To create a Volunteer Report: 1. Select the Reports radio button. 2. Select the Volunteer as the Member Report type. 3. Select Name or Zip Code to sort the report as desired. 4. Click the Create Report button. LCL.Net Participant Guide June Page 56 of 120 Downloaded from Posted: 3/18/2018

57 Active Roster Report The Active Roster Report gives you a way to create a report of the Active Members of the FRU in List Format (One member per line) sorted by Member ID or Name. It is a list of only the Active Members of the FRU. To create an Active Roster Report: 1. Select the Reports radio button. Active Roster appears in the Report Type selection box. 2. Select the Active Roster radio button in the Report Type selection box. 3. Select Member ID or Name to sort the Report as desired. 4. Click the Create Report button. LCL.Net Participant Guide June Page 57 of 120 Downloaded from Posted: 3/18/2018

58 Special Dates Reports and Labels The Special Dates Reports/Labels function allows the FRU to create reports based on the member s service to the Moose Fraternity. To create Special Dates Reports; 1. Select the Reports radio button to specify that you want the selected data in report format. 2. Select the Radio button next to the type of member report you want to create. The selection criterion is specific to each type of FRU Lodge, Chapter, & Moose Legion. 3. Select All, Month or Date range to select the parameters for the report. All Includes all members showing a date entry in that field on their member screen. Month Includes members with entries within that month. i.e. Birthdays in May. Date Allows you to enter a date range for a report. 4. Select Member ID, Name or Date in the sort field to indicate how you would like the report sorted. 5. Click the Create Report button. LCL.Net Participant Guide June Page 58 of 120 Downloaded from Posted: 3/18/2018

59 Miscellaneous Code Report The Miscellaneous Code Report function allows you to assign a number to each of your Members for a specified use. A member s Miscellaneous Code Number is assigned on the Member Information screen. NOTE: The Miscellaneous Code function does not provide a Labels option. To create a Miscellaneous Code Report: 1. Select Reports and Labels from the Go To Menu. 2. Select Miscellaneous Code Report from the sub-menu. 3. Select Active Members, Inactive Members, or All Members in the selection field to choose the type of report desired. 4. Select Member ID, Member Name or Miscellaneous Code in the sort field to indicate how you would like the report sorted. 5. Click the Create Report button. LCL.Net Participant Guide June Page 59 of 120 Downloaded from Posted: 3/18/2018

60 Deceased Report The Deceased Report allows FRUs to create a report of members who have passed away during a certain period of time. This report is used most often by FRUs for listing death notices in the newsletter or as a reminder of which members have passed away so that their families can be invited to the yearly Memorial Service. To create a Deceased Report: 1. Select Reports and Labels from the Go To menu. 2. Select Deceased Report from the sub-menu. 3. Enter a Start Date and an End Date to customize the report for the time period desired. 4. Select Member ID or Name to sort the report as desired. 5. Click the Create Report button. LCL.Net Participant Guide June Page 60 of 120 Downloaded from Posted: 3/18/2018

61 Paid as of Date Report The Paid as of Date Report allows FRUs to create a report to show each member with their dues expiration date and the date that the dues were paid to Moose International. By selecting a Start Date and an End Date, the FRU can select a particular time frame for a report. To create a Paid as of Date Report: 1. Select Reports and Labels from the Go To menu. 2. Select Paid as of Date Report from the sub-menu. 3. Enter a Start Date and an End Date to customize the report for the time period desired. 4. Select Member ID or Name to sort the report as desired. 5. Click the Create Report button. LCL.Net Participant Guide June Page 61 of 120 Downloaded from Posted: 3/18/2018

62 ***Exercise*** - Creating Reports Create the following reports: Use this workbook as a reference if you have questions. 1. Create Member Labels for only Active Members sorted by Zip Code. 2. Create an Application Report that contains only New Applicants. 3. Create Labels for only the New Applicants. 4. Create Labels for New Member Sponsors. 5. Create an Arrears Report of all Members in Arrears as of January 31 st. 6. Create a Special Date Report for all Members with birthdays in May. 7. Create a Zip Code Report. LCL.Net Participant Guide June Page 62 of 120 Downloaded from Posted: 3/18/2018

63 Backup It is very important that you back up your LCL.net V2.2 Database regularly. The Backup files should be on a REMOVABLE storage device such as a Disk, External Drive or Stick Drive. This Storage Device should be removed from the computer and stored in an area away from the computer, so that if something happens to the computer, the backup files will not be destroyed with it. The Backup Files would be used to restore your Membership Records to a new computer, if necessary, or to restore your Membership Records to you present computer should it crash and you lose all your data. To Backup your LCL.net V2.2 Database: 1. Click Backup Database in the dropdown box under File on the Menu Bar. Click Here The Backup Information screen opens. Filename with Backup Date Drive and File Name 2. Enter a Backup Filename specific to that backup. Include the backup date in the filename for future reference. This will make it easy to determine which Backup File to use should you have to do a restore. 3. Click the Browse button. 4. Select the Drive the External Storage Device is in. The External Storage Device must be connected to the computer before clicking the Browse button for that drive to appear in the Drive List that opens. 5. Enter the Folder you would like the Backup Files stored in on that device. NOTE: Notice in the above screen shot, the Backup File on a Stick/Thumb in E drive in a Folder titled Backup Files. The Backup Filename contains the date ( ). Thus the Filename is LCL.net V bak. LCL.Net Participant Guide June Page 63 of 120 Downloaded from Posted: 3/18/2018

64 Backup Continued: 6. Click the Backup button. The following screen opens when the Backup is complete. Database Backup Message 7. Click the Close button. 8. Remove the External Storage Device. 9. Store the External Storage Device in a Safe, Dry and Fire Proof place. LCL.Net Participant Guide June Page 64 of 120 Downloaded from Posted: 3/18/2018

65 Restore The Restore function in LCL.net V2.2 is used to restore a Database Backup File to your LCL.net V2.2 program if the FRU Membership files are lost for any reason. If you have backed up your database regularly, you can restore the data in the backup file to a repaired or new computer and will only need to enter any data entered since the backup was performed. If you backed up your Database the day before the FRU Membership Files were lost, you will only have to re-enter one day s entries. If you have not backed up your Database for a month, you will have to enter a whole month s data entries. Thus: The importance of backing your Database often! NOTE: The Restore function in LCL.net V2.2 is Password of the Day protected. You must contact the Help Desk on the day you are doing the Restore to get the Password of the Day and also for instructions to restore your database. To Restore your Database from a Backup File: 1. Click Restore Database in the dropdown box under File on the Menu Bar. Click Here An LCL.net Warning box appears. 2. Click the Yes Button. LCL.Net Participant Guide June Page 65 of 120 Downloaded from Posted: 3/18/2018

66 Restore Continued: The Password of the Day screen opens. 3. Call the Moose International Member Services to get the Password of the Day and instructions on how to proceed with the Restore. 4. Enter the Password of the Day received from the Help Desk. 5. Click the OK button. 6. Follow the Instructions on the screen and those provided to you by the Help Desk. Member Services Phone Number: or Ext Member Services Address: helpdesk@mooseintl.org Due to the volume of Phone Calls to Member Services at times, it is better if you send an asking the Member Services to call you back. Please include the following in the . FRU Name and Number Your Name Date and Time you will be available to take the call. Phone Number you would like Member Services to use. A brief description of the problem you are contacting them about. If you give Member Services a Day, Time and Number PLEASE BE THERE THAT DAY at THAT TIME at THAT NUMBER Thank you. LCL.Net Participant Guide June Page 66 of 120 Downloaded from Posted: 3/18/2018

67 To Find a 2HOTT Trainer Option 1: Contact the Association Training Coordinator Go to the Moose International Website at: Go to the Members area of the site by clicking Click on the Moose Training link. Click the link for Association Training Coordinators (ATC) found in the Resources box The Association Training Coordinators are listed by Association and are listed with their Name and Address. Option 2: Contact the Regional Manager for your State or Region. Option 3: Contact Moose International s Education and Training Department at: Ext 2294 LCL.Net Participant Guide June Page 67 of 120 Downloaded from Posted: 3/18/2018

68 Appendix A Using Moose Admin LCL.Net Participant Guide June Page 68 of 120 Downloaded from Posted: 3/18/2018

69 Table of Contents Appendix A Accessing Moose Admin Logging into Moose Admin The Moose Admin FRU Home Screen Moose Admin Tools Tools - Member Search Member Record Tools - Pay Dues Tools - Pay A/R Statement Tools - New Member Promo Tools - Officers Moose Admin Reports Reports - Officers Reports - Deposit List Reports - Valued Veterans Reports - Financial Transmissions Moose Admin Forms Forms - Awards Forms - Heart of the Community Forms - Lodge Safety Inspection Forms - Member Retention LCL.Net Participant Guide June Page 69 of 120 Downloaded from Posted: 3/18/2018

70 Accessing Moose Admin Moose Admin must be used for certain functions required of the Administrator, Recorder or Secretary. It also provides the most up-to-date information. NOTE: You must have the passcode, issued to the Administrator, Recorder or Secretary by Moose International, and your own My Membership Record username and password to log in to the Moose Admin. To access the Admin Menu, you must first go to and choose Moose Admin from the bottom of the page, under RESOURCES. LCL.Net Participant Guide June Page 70 of 120 Downloaded from Posted: 3/18/2018

71 Accessing the Moose Admin continued To Sign In to Moose Admin: 1. Enter your User Name this is the same user name you established for your My Membership Record account. 2. Enter your Password this is the same password you established for your My Membership Record account. 3. Enter your Passcode. The passcode is issued by Moose International. 4. Click Sign In. LCL.Net Participant Guide June Page 71 of 120 Downloaded from Posted: 3/18/2018

72 Moose Admin FRU Home Screen The Moose Admin Home screen displays information specific to your Fraternal Unit, however, the information cannot be edited from this screen. To move throughout Moose Admin, use the menu ribbon shown below: LCL.Net Participant Guide June Page 72 of 120 Downloaded from Posted: 3/18/2018

73 Moose Admin Tools Moose Admin Tools has several very useful and important features available to you as Administrator, Recorder or Secretary. Click on Tools to see the drop down menu, listing the available features: Member Search Pay Dues Pay A/R Statement New Member Promo ** NOTE: New Member Promo is only used temporarily on an as needed basis. LCL.Net Participant Guide June Page 73 of 120 Downloaded from Posted: 3/18/2018

74 Tools Member Search Member Search can be used to search for members of your FRU. You may search by Member I.D. or name. Search Based on Member I.D. 1. Enter the MID in Member ID field 2. Click Search Given a valid member ID within your FRU, the following results will display. Notice that two other membership records are reported for this member in addition to the record for the lodge under which the Administrator signed into Moose Admin. Each record can be viewed by clicking Select. LCL.Net Participant Guide June Page 74 of 120 Downloaded from Posted: 3/18/2018

75 Tools Member Search continued Search Based on Member Name Any combination of first name, last name and status may be used to search. You may use incomplete names if you are unsure of the spelling or whether a member s nickname or full name was used on the membership record. 1. Enter partial name, initial or full name in First Name field 2. Enter partial name, initial or full name in Last Name field 3. Use the drop down menu to choose one of the following status types: Any Deceased Dropped Expelled Expired Resigned Terminated 4. Click Search The search results, dependent upon the amount of information entered, can deliver different results. For instance if it is unknown whether the member provided his full first name or a nickname for his membership record, it would be wise to enter a first initial or part of the name. The same is true if the spelling of the last name is unknown. LCL.Net Participant Guide June Page 75 of 120 Downloaded from Posted: 3/18/2018

76 Tools Member Search continued In the example below a partial first and last name were entered, with the status Any. The results generated are shown below: Every member of Lodge 2655, regardless of status, whose first name begins with D and last name begins with Mc is listed. Again, multiple membership records are shown when applicable. Once the desired member is located, the record can be viewed in more detail by clicking Select. LCL.Net Participant Guide June Page 76 of 120 Downloaded from Posted: 3/18/2018

77 Member Record The Moose Admin Member Record is divided into 12 sections. There are NO editing capabilities on this screen. All edits to a member record must be completed through LCL.net V2.2 as previously demonstrated. LCL.Net Participant Guide June Page 77 of 120 Downloaded from Posted: 3/18/2018

78 Member Record continued See the Printer Friendly version below: LCL.Net Participant Guide June Page 78 of 120 Downloaded from Posted: 3/18/2018

79 Member Record Pay Dues Moose Admin also offers an option to pay a member s dues from the Member Record view. Click on Pay Dues to pay the dues for the member displayed. The Shopping Cart Screen will appear next with the member and you have three choices:view Coupon, Remove, Add More Dues to Cart, Remove All Items from Cart or Proceed to Checkout. LCL.Net Participant Guide June Page 79 of 120 Downloaded from Posted: 3/18/2018

80 Member Record - Pay Dues Continued View Coupon this feature gives you a detailed look at the member s dues. This is especially helpful when a member is also a Moose Legionnaire to see the breakdown of payment due. Another helpful feature from the Member Record Pay Dues Shopping Cart is the ability to pay dues for more than just one member up to 15 payments at one time. 1. Click Add More Dues to Cart to pay dues for additional members. LCL.Net Participant Guide June Page 80 of 120 Downloaded from Posted: 3/18/2018

81 Member Record - Pay Dues - Continued When you choose this option, a list will be generated of members whose dues are expired and those who will be expiring within 60 days. From this list, click Add To Cart to pay dues for up to 15 members total. For Check Out Instructions see the Pay Dues Section of this guide. LCL.Net Participant Guide June Page 81 of 120 Downloaded from Posted: 3/18/2018

82 Member Record - Continued Moose Admin offers several exclusive options from the Member Record view that are not available to you through LCL.net. Click on Show Officer History to print the information displayed on the screen in a format suitable for printing. A report listing all those the member has sponsored, including dates and Moose reward points earned can be seen by clicking Show Sponsor History. LCL.Net Participant Guide June Page 82 of 120 Downloaded from Posted: 3/18/2018

83 Member Record - Continued Finally, you have the ability to see a list of the training the selected member has attended including the date and location of each session. Just click Show Training History to create the report. This report will help you when determining which officers need to renew training or attend for the first time. LCL.Net Participant Guide June Page 83 of 120 Downloaded from Posted: 3/18/2018

84 Tools Pay Dues To Pay Member Dues from Moose Admin 1. From the Tools Drop Down Menu, choose Pay Dues. Admin Menu will automatically create a list of all members of your FRU who have a status of Expired or who will be expiring within the next 60 days. LCL.Net Participant Guide June Page 84 of 120 Downloaded from Posted: 3/18/2018

85 Tools Pay Dues You may pay up to 15 members dues at one time through Moose Admin. Paying Member s Dues 1. From the list created when you chose Pay Dues, click Add To Cart for each of the members for whom you wish to pay dues. 2. Each selected member will be highlighted in blue and will read In Cart. 3. If more than 15 members are selected you will get the following error message: 4. To remove unwanted items from the cart or to continue the payment process, click on the shopping cart icon, shown at the top right of the screen. LCL.Net Participant Guide June Page 85 of 120 Downloaded from Posted: 3/18/2018

86 Tools Pay Dues continued 5. A list of all items in your shopping cart will appear with the following options: 1.View Coupon by choosing this option, you will see the payment details for the member chosen, including Coupon #, Expiration Date, Dues for each unit to which the member belongs, Total Dues Due and a Renewal Mailing Address. 2. Remove allows you to remove one member at a time from the shopping cart. 3. Add More Dues to Cart this feature allows you to go back to the list of renewals and add more to the cart. 4. Remove All Items from Cart by clicking here you will clear out the shopping cart in its entirety. 5. Proceed to Checkout click here when ready to complete the payment process. 6. Click on Proceed to Checkout when you are ready to make payments for the items in your cart. You must enter information in the following fields: Name Address 1 City State ZIP Code Payment Type LCL.Net Participant Guide June Page 86 of 120 Downloaded from Posted: 3/18/2018

87 Tools Pay Dues continued 7. Click Continue 8. Finish the payment process by entering information in the following fields: Card Type Credit Card Number Expiration Date 9. Click Continue 10. You will be redirected to a confirmation screen where you may choose to: a. Complete payment by clicking Submit Payment b. Cancel payment by clicking Cancel Payment c. Change your credit card information by clicking Update Payment Method d. Remove/Add members for whom you are submitting payment by clicking Edit Shopping Cart 11. Once you have confirmed that all of the information shown is correct, to complete the payment, click Submit Payment. LCL.Net Participant Guide June Page 87 of 120 Downloaded from Posted: 3/18/2018

88 Tools Pay Dues continued You will see a Confirmation and Receipt screen, with a confirmation number, indicating you have successfully completed your transaction. 12. Click the Print Receipt button for your records. You will also need this information when submitting your payment for reimbursement. LCL.Net Participant Guide June Page 88 of 120 Downloaded from Posted: 3/18/2018

89 Tools Pay A/R Statement You may use Admin Menu to quickly access your Statement of Account (Accounts Receivable) balance and payment information. You may also choose to make your payments this way rather than sending a check to Moose International. To Pay Accounts Receivable from Moose Admin 1. From the Tools Drop Down Menu, choose Pay A/R Statement. The screen that appears will supply the balance due and most recent payment information. LCL.Net Participant Guide June Page 89 of 120 Downloaded from Posted: 3/18/2018

90 Tools Pay A/R Statement continued From here, continue the process of submitting your Statement of Accounts payment. 1. Enter the dollar amount you wish to pay in the Payment Amount field. 2. Use the Payment Notes field to provide any important information to Moose International about your payment. This field is optional and may be left blank. 3. Click Add to Cart 4. The Payment Amount field will appear blank. Click Check Out to continue. LCL.Net Participant Guide June Page 90 of 120 Downloaded from Posted: 3/18/2018

91 Tools Pay A/R Statement continued 5. You will see a screen showing what is in your shopping cart. From this screen you may choose to: Remove All Items from Cart Proceed to Checkout 6. If the payment information showing is correct, click Proceed to Checkout. 7. Checkout follows the same process as when paying dues. Enter information in the following fields: Name Address 1 City State ZIP Code NOTE: The one difference between paying dues and payment of the A/R statement is your choice of payment method. You may choose to pay with your FRU s checking account or by credit card. 8. Click Payment Type and choose Checking Account, to pay by electronic check LCL.Net Participant Guide June Page 91 of 120 Downloaded from Posted: 3/18/2018

92 Tools Pay A/R Statement continued You will be redirected to a screen where you will enter your checking account information for payment. Use the example check shown on the screen to locate the information needed from your FRU s check to complete payment. 9. Find your check s routing number and enter it in the Routing # field. 10. Next locate your check s account number and enter it first in the Account # field and second in the Re-enter Account # field. 11. Click Continue LCL.Net Participant Guide June Page 92 of 120 Downloaded from Posted: 3/18/2018

93 Tools Pay A/R Statement continued Just as with the dues payment process, you will be redirected to a confirmation screen where you may choose to: Cancel payment by clicking Cancel Payment Change your payment method by clicking Update Payment Method Add or remove items in your cart by clicking Edit Shopping Cart Complete the payment process by clicing Submit Payment 12. Once you have confirmed that all of the information shown is correct, to complete the payment, click Submit Payment LCL.Net Participant Guide June Page 93 of 120 Downloaded from Posted: 3/18/2018

94 Tools Pay A/R Statement continued You will see a Confirmation and Receipt screen, with a confirmation number, indicating you have successfully completed your transaction. Click the Print Receipt button for your records. LCL.Net Participant Guide June Page 94 of 120 Downloaded from Posted: 3/18/2018

95 Tools New Member Promo This feature of Moose Admin is used for temporary promotions. No instruction will be given at this time. Should you ever have questions about how to use this portion of Moose Admin, call the Training Department at LCL.Net Participant Guide June Page 95 of 120 Downloaded from Posted: 3/18/2018

96 Officers This feature of Moose Admin is used for the entry of new officers at the beginning of the Moose Fiscal year. It may also be used to edit, update or add officers during the year. To enter new officers at the beginning of a new Moose Fiscal Year 1. Choose Officers from the menu bar. NOTE: This is the only acceptable way to enter new officers or make changes to existing officers. LCL.net should no longer be used to enter or update officers. LCL.Net Participant Guide June Page 96 of 120 Downloaded from Posted: 3/18/2018

97 Officers, continued Next, you will see a screen showing vacancies for every position. Moose International creates end dates for all former officers and chairmen, at which time a vacancy is created for each position. *You will not need to enter any end dates for officers at the end of the fiscal year.* 2. Click Edit next to the title you wish to fill with the newly elected or appointed officer or chairman. NOTE: Please do not attempt to enter newly elected officers until the date designated by Moose International. LCL.Net Participant Guide June Page 97 of 120 Downloaded from Posted: 3/18/2018

98 Officers, continued 3. Choose the name of the new officer or chairman from the drop down list. You can type the first letter of the last name of the new officer to advance your cursor or scroll down until you reach the desired member. The Member ID will automatically fill upon selection of the member. 4. Next, select the date the member began his or her term. NOTE: Be sure to backdate to the first day of the member s term of service. It will most likely be different than the date you are entering the officers. LCL.Net Participant Guide June Page 98 of 120 Downloaded from Posted: 3/18/2018

99 Officers, continued Once the date has been entered, you will have three choices: If all of the information is accurate, you may choose to save the data by clicking Save When a correction needs to be made to the entry, you may change each entry one at a time or do all at once by choosing Reset To return to the list of Officers, click Back to Officer List 5. Upon choosing Save, you will be redirected to the list of Officers. Click Edit for next the position that you need to fill. 6. Repeat the steps above until you have entered all of your new officers and chairmen. LCL.Net Participant Guide June Page 99 of 120 Downloaded from Posted: 3/18/2018

100 Reports This feature of Moose Admin allows you to access valuable information. From here you can run officer and chairmen reports, create labels sorted by name or zipcode, see the most recent deposit history from Moose Intl., identify which of your members are Valued Veterans as well as see a history of your unit s financial transmissions. We will go through each component of the Reports Feature individually. LCL.Net Participant Guide June Page 100 of 120 Downloaded from Posted: 3/18/2018

101 Reports - Officers This helpful feature of Moose Admin allows Recorders, Secretaries and Administrators to run reports of their current year officers, appointed officers and chairmen. Labels, of various sizes, for these groups can also be produced through this menu item. Additionally, there is an option to create zip code counts. To create officer reports for your unit from Moose Admin: 1. Click on the Reports drop down menu and choose Officers Since you are focusing on reports at this time, ignore the option for labels. 2. Click on Officers LCL.Net Participant Guide June Page 101 of 120 Downloaded from Posted: 3/18/2018

102 Reports Officers continued 3. From here you may choose what kind of information you would like to report on by clicking on the Officer Type drop down menu and doing one of the following: To create a report listing all current year elected officers, appointed officers and chairmen, click on All For a report that lists only elected officers, click on Officers Click on Appointed Officers to create a report of only those who were appointed A report of all chairmen can be created by clicking on Chairman 4. Click Create Report to see and print your report. Once the report is generated It can be printed by right clicking in the report or using the floating menu. LCL.Net Participant Guide June Page 102 of 120 Downloaded from Posted: 3/18/2018

103 Reports Officers continued To create labels from Moose Admin 1. Choose Labels from the Officer Report options. 2. Click on the Officer Type drop down menu to choose the group for which you would like to create labels. You may choose from All, Officer, Chairman or Appointed Officer just as with the report feature. 3. You may choose to sort your labels by Name or Zip Code by clicking on the Sort drop down menu. 4. Next, choose the type of labels you would like to print by clicking on the Label Selection drop down menu. You may choose from: Laser Avery 5260 One Up Avery 4013 Badges Avery 5395 Zip Code Report 5. Click on the Create Report button. When the report appears, you may click on the floating menu or right click to print. LCL.Net Participant Guide June Page 103 of 120 Downloaded from Posted: 3/18/2018

104 Reports Deposit List It is critical to the accurate maintenance of your unit s QuickBooks account that you record your Moose International Membership Dues Pay Outs or Deposits. Moose Admin features a Deposit List that is updated weekly. The list contains all deposits made to your FRU, including previous years. Each deposit shown in the list can be viewed for specific details. To view your FRU s Deposit List and Deposit Details 1. Choose Deposit List from the Reports drop down menu. 2. A screen displaying the last 20 Membership Dues Pay Outs will be shown. Additionally, you may view earlier deposits by clicking on the page numbers at the bottom. LCL.Net Participant Guide June Page 104 of 120 Downloaded from Posted: 3/18/2018

105 Reports Deposit List continued 3. To view the details of a deposit, click Select next to the desired record. Each member for whom your unit is receiving a Dues Pay Out is listed in the Deposit Detail. 4. To print an easy to read version of the Deposit Details or the Deposit List, click Printer Friendly Version. NOTE: You must use this information found in Moose Admin when creating your deposits in QuickBooks. LCL.Net Participant Guide June Page 105 of 120 Downloaded from Posted: 3/18/2018

106 Reports Valued Veterans Valued Veterans is a program for veterans of all branches of the U.S. Armed Services as well as those of foreign countries. Members may self-identify as a Veteran and become a Moose Valued Veteran through My Membership Record or by calling the Moose International Help Desk. To view a report of your FRU s members who have identified as Valued Veterans: 1. Choose Valued Veterans when accessing the Reports drop down menu. 2. A list of Active Valued Veterans will appear. You have the option to report on other statuses by clicking on the Status drop down menu. To create a report that will print in an easy to read format, click on Printer Friendly Version. LCL.Net Participant Guide June Page 106 of 120 Downloaded from Posted: 3/18/2018

107 Reports Financial Transmission Moose Admin Menu allows you to generate a report of your FRU s monthly financial transmissions. The report will supply you with the dates that your monthly reports were transmitted to Moose International. To generate a report of your Monthly Financial Transmissions 1. Choose Financial Transmission when accessing the Reports drop down menu. The report will be generated in the format shown below: LCL.Net Participant Guide June Page 107 of 120 Downloaded from Posted: 3/18/2018

108 Forms Moose Admin houses forms for both LOOM and WOTM. Currently, there are no reports for Moose Legion found in Moose Admin. The options found under the Forms drop down menu allow your unit to create and submit required forms to Moose International. There are several forms for which it is now a requirement that they are submitted through Moose Admin (electronically.) Paper versions, ed or faxed versions will no longer be accepted. The following LOOM forms are available though the Forms drop down menu : Awards Moose of the Year Heart of the Community Quarterly Heart of the Community Report Grant Request Application for Supreme Council Grant Program Lodge Safety Inspection Semi-annual report Member Retention an optional report for those Lodges that participated in Member Retention Week WOTM have different forms accessible through the Forms drop down menu: Conference Attendance MidYear and Annual Conference Form 114 There are 12 monthly reports and 1 annual Form 166 There are 12 monthly reports and 1 annual Member Retention an optional report for those Chapters that participated in Member Retention Week LCL.Net Participant Guide June Page 108 of 120 Downloaded from Posted: 3/18/2018

109 Forms - Awards This section of Moose Admin is where administrators are to enter the recipient for their Lodge Moose of the Year award to Moose International. This award is a chance for lodges to recognize those members who volunteer their time and effort and contribute in many ways to their lodges and communities. While all lodges have many members who do this, the recipient should be one who stands apart from the rest in his dedication and commitment. To enter your lodge s Moose of the Year nominee: 1.Select the current year Moose of the Year from the Award drop down menu. 2. Select the recipient from the Member drop down menu. 3. Click Save to submit your Moose of the Year recipient to Moose International. NOTE: This is the only valid way in which to submit your Lodge s Moose of the Year award winner to Moose International. LCL.Net Participant Guide June Page 109 of 120 Downloaded from Posted: 3/18/2018

110 Forms Heart of the Community Community service is an excellent way for our FRUs to demonstrate the value their lodge brings to the community. Being involved in the surrounding community enhances the image of your lodge and gives the Moose volunteer(s) an opportunity to give back to and improve his community. Moose International requires that a community service report, known as the Quarterly Heart of the Community Report, be filed once a quarter. These reports are due on August 15 th, November 15 th, February 15 th and May 15 th. Completing these reports on time, and in the proper manner, is necessary to be considered for the Premier Lodge Award. Moose International now requires that the Heart of the Community report be submitted through Moose Admin. Accessing your Lodge s Quarterly Heart of the Community Report: 1. Use the Forms drop down menu and choose Heart of the Community 2. Click Create found on the right side of the listing for the quarter you wish to report on. LCL.Net Participant Guide June Page 110 of 120 Downloaded from Posted: 3/18/2018

111 Forms Heart of the Community continued Completing & Submitting your Lodge s Quarterly Heart of the Community Report: 1. Begin the report by first entering the Summary Information. This is where you enter the total number of volunteers from your lodge who participated in community service, the total amount of money that your lodge donated for the quarter, the total number of miles driven by volunteers for community service related activities and the name of the Heart of the Community Chairman. 2. Next, begin describing, in detail, the actions that were taken by your lodge in each of the 6 Core Initiatives. There will be a separate section to complete for each of the Core Initiatives: Mooseheart/Moosehaven Youth Awareness Tommy Moose Safe Surfin Special Olympics Veterans Programs NOTE: It is necessary to properly categorize your activities in order to receive credit for your efforts. For example, anything that you enter into Special Olympics must be specifically associated with that organization. Any donation of time or money given to an organization, other than Special Olympics, that serves children with disabilities will need to be entered under Local Volunteer Services. Moose International will no longer correct any entries that are categorized improperly. For more information about accurate reporting, please see the Heart of the Community Quarterly Reporting Tips document which can be found on Moose International s website. LCL.Net Participant Guide June Page 111 of 120 Downloaded from Posted: 3/18/2018

112 Forms Heart of the Community continued 3. Continue reporting by filling in the activities, contributions or monetary donations that your lodge made to the Companion Initiatives. Those include: Make-A-Wish; Big Bros/Big Sis D.A.R.E.; Red Ribbon Emergency Services (this refers to first responders only) Youth Sports Salvation Army 4. The last step in reporting is to complete the Local Volunteer Services section. This is the area of the report where you will enter all other donations, efforts and contributions made on behalf of your lodge to local organizations and causes. 5. Click Save & Submit to send the report to Moose International. The report will not be saved or sent to Moose International without this very important step. You may print any of the reports that have been submitted by viewing the report and then clicking on the Printer Friendly Version (in blue) found at the top of the report. NOTE: All Heart of the Community Quarterly reports must be submitted through Moose Admin on or before midnight on the night of the 15 th to receive credit. LCL.Net Participant Guide June Page 112 of 120 Downloaded from Posted: 3/18/2018

113 Forms Heart of the Community continued 6. Continue reporting by filling in the activities, contributions or monetary donations that your lodge made to the Companion Initiatives. Those include: Make-A-Wish; Big Bros/Big Sis D.A.R.E.; Red Ribbon Emergency Services (this refers to first responders only) Youth Sports Salvation Army 7. The last step in reporting is to complete the Local Volunteer Services section. This is the area of the report where you will enter all other donations, efforts and contributions made on behalf of your lodge to local organizations and causes. 8. Click Save & Submit to send the report to Moose International. The report will not be saved or sent to Moose International without this very important step. You may print any of the reports that have been submitted by viewing the report and then clicking on the Printer Friendly Version (in blue) found at the top of the report. NOTE: All Heart of the Community Quarterly must be submitted through Moose Admin and before midnight on the night of the 15 th to receive credit. LCL.Net Participant Guide June Page 113 of 120 Downloaded from Posted: 3/18/2018

114 Forms Lodge Safety Inspection It is the responsibility of the Trustees to make monthly inspections of the physical properties of the lodge. Close attention should be paid to the state of repair and the cleanliness of the lodge and the social quarters. Once a year the trustee, who serves as the Chairman of the Loss Prevention Committee, and the rest of the committee are to complete a Lodge Safety Inspection based upon which the Adminstrator will create and submit a report to Moose International. The Lodge Safety Inspection report is found on Moose Admin and must be submitted electronically on or before midnight of May 15 th, every Moose Fiscal year, to avoid a compliance modifier. Accessing your Lodge s Semi-Annual Lodge Safety Inspection Report: 1. Use the Forms drop down menu and choose Lodge Safety Inspection 2. Click Create, found on the right, to enter the information. NOTE: Despite the screen shot above and ones that follow, Lodges will only submit the Lodge Safety Inspection Form once a year on May 15 th. At the time of publication, Moose Admin screens had not been updated to reflect the change in Lodge Safety Inspection Reporting. Changes to Moose Admin to follow soon. LCL.Net Participant Guide June Page 114 of 120 Downloaded from Posted: 3/18/2018

115 Forms Lodge Safety Inspection continued Completing & Submitting your Lodge Safety Inspection Report: 1. Begin the form by entering general inspection data: the contact name this should be the Loss Prevention Committee Chairman or the Administrator; the contact person s title (LPC Chairman, Administrator, etc.); the date the inspection was performed. The form is available for completion beginning April 1 st until midnight of May 15 th. 2. Enter Insurance information, including policy numbers, effective dates and termination dates. 3. You must review the Loss Prevention PowerPoint, indicate it has been viewed, and enter the viewing date. LCL.Net Participant Guide June Page 115 of 120 Downloaded from Posted: 3/18/2018

116 Forms Lodge Safety Inspection continued 4. The rest of the form is a series of Yes, No or N/A statements categorized into 8 sections. These statements follow the Lodge Safety Inspection Form Checklist verbatim; if the checklist was filled out during inspection, it will be quick and easy to complete the form. Click on the appropriate radio button for each line in the 8 sections. 5. Upon completion of the general inspection data and responding to every statement, you must click Save & Submit, found at the very bottom of the form. This is the only way that the report will be submitted to Moose International. NOTE: It is important, during entry, to to click Save and Submit every 20 minutes, to prevent loss of data. Also note: The Lodge Safety Inspection Report is due May 15 th. Entry and submission through Moose Admin is the only acceptable format. Lodges will receive a compliance modifier if the report isn t received electronically by midnight of the due date. LCL.Net Participant Guide June Page 116 of 120 Downloaded from Posted: 3/18/2018

117 Forms Lodge Safety Inspection continued Finally, you may also update, view or print previously submitted forms. You may only update those forms for which the due date has not yet passed. In other words, if you have completed and submitted the form in advance of May 15th, you may make changes to the form until midnight on May 15th. To Update, View or Print a Lodge Safety Inspection Form: 1. Use the Forms drop down menu and choose Lodge Safety Inspection 2. Next, you may choose to update or view your desired report. Click on Update or View, found to the right of the desired form. 3. You may also print the completed forms by choosing Printer Friendly Version found on the completed forms. LCL.Net Participant Guide June Page 117 of 120 Downloaded from Posted: 3/18/2018

118 Forms Member Retention The first week of November is typically designated as Member Retention Week by Moose International. Each FRU is encouraged to actively participate in this fun, eventfilled, week long push to retain members. Moose International wants to hear about your exciting week and learn all of the details of your special events. The best way to share your activities and results is to complete the Member Retention Week Survey. This an electronically submitted survey accessible on Moose Admin for a limited time after Member Retention Week ends each year don t delay! Accessing your Lodge s Annual Member Retention Survey: 1. Use the Forms drop down menu and choose Member Retention 2. Click Create found to the right of the survey you wish to complete. LCL.Net Participant Guide June Page 118 of 120 Downloaded from Posted: 3/18/2018